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WisdomTree SmallCap Earnings Fund shares owned by Pinnacle Wealth Management Advisory

Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Pinnacle Wealth Management Advisory from 13F filings

Historical chart of Pinnacle Wealth Management Advisory investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Earnings Fund held by Pinnacle Wealth Management Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $222k 3.3k 67.79
2020-03-31 $773k 35k 22.32
2019-12-31 $2.0M 53k 38.45
2019-09-30 $1.9M 54k 35.59
2019-06-30 $1.6M 46k 35.89
2019-03-31 $1.6M 46k 36.12
2018-12-31 $1.1M 34k 32.03
2018-09-30 $522k 13k 39.83
2018-06-30 $294k 7.6k 38.68

More positions owned by Pinnacle Wealth Management Advisory

Vanguard Index Fds Vanguard To Etf (VTI)
Apple (AAPL)
iShares MSCI USA Quality Etf (QUAL)
Vanguard Small-Cap ETF Etf (VB)
Invesco QQQ Trust Series I Etf (QQQ)
Vanguard High Div Yield ETF Etf (VYM)
Vanguard FTSE All World Ex US Etf (VEU)
Ishares Core S&P 500 ETF Etf (IVV)
NVIDIA Corporation (NVDA)
State Street SPDR S&P 500 ETF Etf (SPY)
Microsoft Corporation (MSFT)
Alphabet Inc Class A cs (GOOGL)
Vanguard Developed Markets Ind Etf (VEA)
JPMorgan Equity Premium ETF Etf (JEPI)
Broadcom (AVGO)

View all positions for Pinnacle Wealth Management Advisory

Top funds holding WisdomTree SmallCap Earnings Fund

Morgan Stanley
UBS Group
LPL Financial
Bank of America Corporation
Ameriprise Financial
Cetera Investment Advisers
Savant Capital Management
Key FInancial
Raymond James Financial
Wells Fargo & Company
Arkadios Wealth Advisors
Linscomb & Williams
Royal Bank of Canada
Mariner Wealth Advisors
Shore Point Advisors

View all funds holding WisdomTree SmallCap Earnings Fund